Group 1 - In July, 657 private equity managers conducted intensive research on 358 A-share companies, with a total of 1,763 research instances, indicating a strong preference for technology growth sectors [1] - The technology sector emerged as the primary focus of research, with the computer industry leading with 260 research instances covering 36 companies [2] - Other notable sectors included power equipment (213 instances), pharmaceutical biology (206 instances), and electronics (205 instances), highlighting a significant interest in technology and healthcare [2] Group 2 - Among the 52 stocks with more than 10 research instances, technology growth stocks dominated, reflecting private equity's commitment to exploring innovation-driven opportunities [3] - Leading private equity firms maintain a positive outlook on market trends and structural opportunities, with a focus on sectors that align with China's economic transformation [4] - Investment opportunities are identified in innovative pharmaceuticals and consumer sectors, with a particular emphasis on structural opportunities in niche markets like sports apparel and toys [5]
科技成长获青睐 私募调研热点浮出水面